See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,197 | $176,812-88.6% | $146,665-86.2% | $167,490-87.9% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 27.67% | 24.03%+3.6pp | 22.74%+4.9pp | 478.56%-450.9pp |
| Employer contribution / active EE | $4,348 | $5,160-15.7% | $4,136+5.1% | $4,837-10.1% |
| Participant deferral / active EE | $6,579 | $6,440+2.2% | $5,506+19.5% | $6,341+3.8% |
| Admin fee / account holder | $781 | $13,259-94.1% | $10,280-92.4% | $12,309-93.7% |